Investment Management for Institutions

The peace of mind you're looking for.

We provide conservative investment management services to a large variety of institutions across Canada. We provide professional portfolio management and investment counsel services for the following types of institutions:

Pension plans

Insurance companies

Foundations and endowments

Corporate resources

Why Institutions Invest With Us.

We are proud to be an emerging presence in institutional investing in Canada. Our institutional assets under management have tripled since 2005*. As your investment manager, we will consistently apply sound, conservative management and investing principles, and work with you toward achieving long-term success.

*As a result of an increased number of institutional clients, contributions and market growth of assets.

Our institutional investment strategy is conservative, simple, and it works.

For Equity Investment:

Bottom-up stock picking

We look for good companies with strong financials, attractive financial metrics and a level of growth that meets the needs of our investors.

Dividend-paying stocks

The companies and stocks we select must pay a dividend with an expectation that the dividend will increase.

Large cap value

We aim for long-term capital appreciation and we focus on companies with greater than $2 billion market caps and P/Es less than the benchmark.

A focused portfolio

With 20 to 25 stocks in an equity class, we maintain a comprehensive understanding of changes and activity occurring at companies and within industries.

Direct ownership

You get direct ownership of all your holdings, and a direct relationship with the person managing your assets.

Low-turnover portfolio

We have a disciplined strategy and that results in a low turnover. We generally see a 10 to 15% turnover per annum.

For Fixed Income:

High-quality investments

When buying bonds, we focus on quality and preservation of capital. We buy investment-grade securities only.

We manage risk

Our approach is conservative and consistently risk-conscious. It has been designed to minimize risk and grow your assets.

Direct ownership

You get direct ownership of all your holdings, and a direct relationship with the person managing your assets.

Because it works.

We have demonstrated a proven track record of our performance. One that is still going strong.